Business Details
We are a full-service CPA and consulting firm with over 50 years of experience serving clients across Iowa and Minnesota. Our team of 58 professionals, including 22 CPAs, delivers high-quality tax preparation, business planning, financial reporting, and personal financial planning services. We prioritize personalized relationships, working collaboratively with clients to address their unique financial challenges. Founded in 1974 by Tom Erpelding, our firm has grown from a small Algona-based practice to a multi-location organization without compromising our commitment to excellence. We invest heavily in employee development, fostering a team-oriented culture that ensures our professionals remain at the forefront of industry knowledge. Our philosophy centers on combining technical expertise with community involvement, ensuring clients receive both professional rigor and human-centric service.
We utilize cutting-edge technology to enhance efficiency and accuracy in all financial solutions. Our reputation for professional excellence is built on decades of consistent high-quality service delivery. We maintain a forward-thinking approach, adapting to industry changes while upholding timeless standards of integrity and accountability. Our mission emphasizes enhancing the growth and well-being of both clients and team members. We are dedicated to transparent communication and long-term partnership-building. Our community-focused vision drives continuous improvement in all aspects of our operations.
We utilize cutting-edge technology to enhance efficiency and accuracy in all financial solutions. Our reputation for professional excellence is built on decades of consistent high-quality service delivery. We maintain a forward-thinking approach, adapting to industry changes while upholding timeless standards of integrity and accountability. Our mission emphasizes enhancing the growth and well-being of both clients and team members. We are dedicated to transparent communication and long-term partnership-building. Our community-focused vision drives continuous improvement in all aspects of our operations.
Highlights and features
- We have provided trusted financial services for over 50 years.
- Our team includes 22 certified public accountants.
- We maintain five convenient locations across Iowa and Minnesota.
- We invest in ongoing employee development and training.
- We utilize the latest technology for accurate financial solutions.
Services
QuickBooks Consulting
Our QuickBooks consulting service helps businesses streamline financial management through customized software implementation. Designed for small to medium enterprises, this solution improves bookkeeping efficiency and reporting accuracy. Clients receive expert guidance in setup, training, and troubleshooting to optimize daily financial operations.
Personal Financial Planning
Our personal financial planning service provides comprehensive strategies for wealth management and retirement security. Tailored to individual goals, this service addresses investment planning, tax optimization, and estate preparation. Clients gain clarity and confidence in achieving long-term financial objectives.
Technology Services
Our technology services deliver secure, efficient digital solutions for financial management systems. This includes cloud-based accounting platforms, data security protocols, and software integration. Businesses benefit from modernized infrastructure that enhances productivity and information protection.
